salesforce shares owned by Provenance Wealth Advisors
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Provenance Wealth Advisors
from 13F filings
Historical chart of Provenance Wealth Advisors investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Provenance Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Provenance Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 217 | 237.00 |
| 2025-06-30 | $106k | 388 | 272.69 |
| 2025-03-31 | $38k | 141 | 268.36 |
| 2024-12-31 | $8.4k | 25 | 334.32 |
| 2024-09-30 | $6.8k | 25 | 273.72 |
| 2024-06-30 | $6.4k | 25 | 257.12 |
| 2024-03-31 | $7.5k | 25 | 301.20 |
| 2023-12-31 | $6.6k | 25 | 263.16 |
| 2023-09-30 | $5.3k | 26 | 202.77 |
More positions owned by Provenance Wealth Advisors
View all positions for Provenance Wealth Advisors